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Mather Group’s Willis Towers Watson WTW Stock Holding History

Mather Group’s Portfolio WTW Stock Details WTW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$426K Buy
1,628
+1,030
+172% +$276K ﹤0.01% 581
2026
Q1 		$174K Sell
598
-35
-6% -$10.7K ﹤0.01% 765
2025
Q4 		$208K Buy
633
+7
+1% +$2.29K ﹤0.01% 618
2025
Q3 		$216K Buy
+626
New +$203K ﹤0.01% 605
2025
Q2 		– Sell
-718
Closed -$243K – 1737
2025
Q1 		$243K Buy
718
+42
+6% +$13.7K ﹤0.01% 538
2024
Q4 		$212K Buy
676
+68
+11% +$20.9K ﹤0.01% 548
2024
Q3 		$179K Buy
608
+77
+15% +$21.5K ﹤0.01% 610
2024
Q2 		$146K Buy
531
+36
+7% +$9.29K ﹤0.01% 697
2024
Q1 		$119K Buy
+495
New +$130K ﹤0.01% 660
2022
Q1 		– Sell
-864
Closed -$205K – 475
2021
Q4 		$205K Buy
+864
New +$204K ﹤0.01% 380

Other funds holding WTW

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mather Group's WTW Position: Q2 2026 in Review

Mather Group increased its Willis Towers Watson (WTW) stake by 172% in Q2 2026, buying an estimated $276K and bringing the position to 1,628 shares worth $426K. The position accounts for ﹤0.01% of the portfolio, ranked #581.

Mather Group first reported a position in WTW in Q4 2021 and has held it in 10 quarters since. 691 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Mather Group held 1,628 shares of Willis Towers Watson worth $426K as of Q2 2026.
  • Mather Group bought 1,030 Willis Towers Watson shares in Q2 2026, an estimated $276K.
  • Willis Towers Watson made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #581 holding.
  • Mather Group first reported a position in Willis Towers Watson in Q4 2021 and has held it in 10 quarters since.
  • 691 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.